Routine Templates

What Are Routine Templates?

TradingPlan includes a library of example routines — pre-built frameworks you can use as a starting point. Each template is based on a common trading session type and contains a practical set of steps used by real traders.

Templates are a starting point, not a finished product. After choosing one, edit the steps to match how you actually trade.

How to Use a Template

1. Go to Trade Plan → Routines
2. Scroll to the Example Routines section
3. Tap a template to see its full contents
4. Tap Use This Template to create a copy in your routines

The template becomes your routine — fully editable. The original template remains available in case you want to reference it again.

Available Templates

Pre-Market Prep

A structured preparation routine for traders who want to start every session with proper context. Covers:

• Economic calendar review and event flagging
• Chart analysis — marking key levels, noting trend direction
• Reviewing any overnight or pre-market moves
• Mindset and readiness check
• Account and margin review

Best for: Day traders and swing traders who trade during specific sessions.

Pre-Trade Checklist

A short, sharp routine to run immediately before entering any trade. Distinct from the strategy flow — this checks general readiness rather than the specific trade criteria. Covers:

• Confirming no high-impact news in the next 30 minutes
• Checking the spread is acceptable
• Confirming risk settings are correct for today
• A final mindset check — "am I in the right state to execute this trade?"

Best for: All traders as a final gate before committing capital.

Post-Session Review

A reflection routine for after the session closes. Covers:

• Trades taken: were they on-plan?
• Trades missed: were they setups I should have taken?
• Emotional state during the session — any moments of impulse or hesitation?
• Key observations logged to Business Notes
• One thing to improve tomorrow

Best for: All traders who want to build self-awareness and improve over time.

Morning Focus Routine

A mindset-first routine for traders who want to arrive at the market mentally prepared. Lighter on market analysis, heavier on psychological preparation. Covers:

• Reviewing the Why statement
• Reading mindset notes
• A brief focus exercise or intention-setting prompt
• Confirming: "Am I ready to trade my plan today?"

Best for: Traders who struggle with discipline or emotional trading and want to build psychological structure into their day.

End-of-Week Review

A longer weekly retrospective. Covers:

• Week's performance summary (self-assessed)
• Plan adherence review — did I follow my rules?
• Strategy performance notes — which setups worked and which didn't?
• Risk review — did I stay within my drawdown limits?
• Next week preparation — key events, themes, any plan updates needed

Best for: All traders as part of a weekly business review habit.

Building Your Own From Scratch

If none of the templates feel right, create a blank routine and build from scratch. See Creating a Trading Routine for a full guide.